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Vanguard Short-Term Treasury ETF

763 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 325 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $1.69M

75% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 63

38% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 235

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.06B)

4% more funds holding in top 10

Funds holding in top 10: 115120 (+5)

4% more funds holding

Funds holding: 732763 (+31)

0.56% more ownership

Funds ownership: 60.78%61.34% (+0.56%)

Holders
763
Holders Change
+31
Holders Change %
+4.23%
% of All Funds
12.16%
Holding in Top 10
120
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.35%
% of All Funds
1.91%
New
110
Increased
325
Reduced
235
Closed
63
Calls
$8.67M
Puts
$1.69M
Net Calls
+$6.99M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
626
C.M. Bidwell & Associates
Hawaii
$246K -$468K -8,065 -66%
WFPG
627
Waller Financial Planning Group
Ohio
$243K +$241K +4,145 New
MKA
628
M. Kulyk & Associates
Georgia
$242K -$581 -10 -0.2%
FCM
629
Fourpath Capital Management
Oklahoma
$242K
SAG
630
SageView Advisory Group
California
$238K +$236K +4,061 New
MA
631
MONECO Advisors
Connecticut
$235K
PFG
632
Peterson Financial Group
Iowa
$234K -$74.3K -1,279 -24%
LC
633
LCNB Corp
Ohio
$234K
TFA
634
Tobias Financial Advisors
Florida
$232K +$230K +3,966 New
RWIA
635
Roger Wittlin Investment Advisory
California
$231K -$1.74M -29,929 -88%
SFS
636
Strategic Financial Services
New York
$230K -$11.7M -200,799 -98%
CIS
637
Continental Investors Services
Washington
$229K
CWM
638
Cordatus Wealth Management
Pennsylvania
$229K
MIA
639
MMBG Investment Advisors
Florida
$228K
CMP
640
Coston McIsaac & Partners
Maine
$227K +$871 +15 +0.4%
GWM
641
Gray Wealth Management
Maine
$226K
CWA
642
Clearview Wealth Advisors
Oregon
$225K -$1.1M -18,877 -83%
MWM
643
Meritas Wealth Management
California
$225K -$717K -12,345 -76%
AWM
644
Aries Wealth Management
Maine
$225K +$10.2K +175 +5%
SRSA
645
S.R. Schill & Associates
Washington
$225K -$45.1K -776 -17%
AF
646
Allworth Financial
California
$222K +$10.5K +181 +5%
MG
647
Mather Group
Illinois
$222K -$5.23K -90 -2%
DWM
648
Drive Wealth Management
Utah
$222K +$220K +3,784 New
CTC
649
Central Trust Company
Missouri
$220K
FFM
650
Flagstone Financial Management
Nebraska
$217K

VGSH Hedge Fund Activity: Q1 2023 in Review

763 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Treasury ETF (VGSH) for Q1 2023, worth a combined $13.4B — up 8.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VGSH positions and 63 closed out — a net gain of 47 holders — while 325 added to existing stakes and 235 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $147M. The largest seller was UBS Group, cutting an estimated $84.1M.

  • 763 institutional investors held Vanguard Short-Term Treasury ETF (VGSH) as of Q1 2023, up from 732 in Q4 2022.
  • Funds reported $13.4B of Vanguard Short-Term Treasury ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 110 funds opened new Vanguard Short-Term Treasury ETF positions in Q1 2023 and 63 closed out, a net change of +47 holders.
  • The largest Vanguard Short-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Short-Term Treasury ETF seller in Q1 2023 was UBS Group, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2023.